Blake Winters is a CFA, CFP-designated registered investment advisor, based in Atlanta, GA, with 17 years of industry experience. Blake is also registered as a broker, so some compensation may come from commissions on products sold.
Location
303 Peachtree St, Ne, Fl 15, Atlanta, GA, 30308
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
September 2025 - Present · 1 yr 1 mo
Truist Investment Services, INC.Broker
September 2025 - Present · 1 yr 1 mo
Truist Advisory Services, INC.
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Wall Street Money Center CORP.Broker
June 1989 - January 1996 · 6 yrs 7 mos
Palm Beach Financial, INC.Broker
March 1989 - April 1989 · 1 mo
F.D. Roberts Securities, INC.Broker
July 1988 - January 1989 · 6 mos
State Registrations1 state
GA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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